Macro
1035 Capital Management - US market commentary
Asia Decoded - longer-form Asia macro
Asian Market Sense - daily Asia market commentary
Capital Flows and Asset Markets - Russel Clark’s blog
Capital Wars - liquidity analysis
Claus Wistesen - the Pantheon macroeconomist
Citrini - thematic investing
East Asia Econ - macro commentary on China/Taiwan/Korea/Japan
Haymaker - David Hay’s blog
Intelligent Speculations - macro with a tilt toward Asia
Lighthouse Macro - cross-asset insights
Macro Musings - David Beckworth on monetary policy
Nonconsensus - Bob Elliott’s blog
Off the Charts - US & Canada macro
Philoinvestor - Market musings
Reminiscences of a Shrub Operator - macro trading
The Alethea Narrative - experienced PM discussing market trends
The MacroTourist - Kevin Muir’s macro-focused Substack
The Market Cyclist - macro commentary by Rich Gluck
The Next Economy - Florian Kronawitter’s Substack
The Transcript - earnings call transcript analysis
The Overshoot - Matthew Klein’s blog
The Weekly ChartStorm - Callum Thomas’s chart compilations

